Track your investment portfolio
performance

Sharesight’s investment portfolio management software gives investors the full picture of their portfolio’s performance by including the impact of capital gains, brokerage fees, dividends and currency fluctuations when evaluating investment portfolio returns. Rather than simply stating the difference between an investment’s buy and sell (or current) price, Sharesight also calculates returns on an annualised basis. Displaying the annual return allows investors to see their rate of return and compare the relative performance of their investments (and portfolio) over the same and different time periods. To view a portfolio’s performance data at a glance, investors can also use Sharesight’s investment portfolio Performance Report.

Sharesight users can easily calculate share portfolio diversity by running the Diversity Report. The report gives users a detailed breakdown of their asset allocation based on the classification of their choice, including market, currency, sector, industry, investment type, country or a custom grouping determined by the investment attributes of their choice. This is one of the ways that Sharesight gives investors the important information they need to make informed investment decisions and rebalance their portfolio as needed, ensuring a diverse share portfolio.

Investors looking to see the impact of time on their performance will benefit from Sharesight’s annualised performance calculation methodology, which makes it easy to compare the relative performance of investments (and your portfolio) over the same and different time periods. For a more detailed portfolio performance comparison over different time periods, investors can use Sharesight's Multi-Period Report. This report allows investors to compare their portfolio returns over a choice of up to five distinct or cumulative periods, making it an effective way to see the impact of a portfolio rebalance, evaluate performance before and after a market correction or even compare a portfolio’s returns against fund manager performance periods.

Sharesight users with investments across different currencies can clearly see the impact of foreign currency fluctuations on their returns by viewing their total return on the Portfolio Overview page or by clicking into individual holdings. Investors can also use Sharesight's Multi-Currency Valuation Report to see the value of every investment in their portfolio denominated in both the currency it is traded in as well as its value when converted to any of the 100 currencies Sharesight supports. This is a useful online investment portfolio tool for investors who invest in one currency, but ‘think’ in another currency, such as expats or global investors with investments across multiple markets and currencies.

Sharesight's Contribution Analysis Report is a useful tool for investors who want to see the impact of different investments on their total portfolio return. The report shows the contribution of different groups of investments to the portfolio’s performance, with the option to sort investments by marketcurrency, sector, industry, investment type, country or a custom grouping determined by the investment attributes of your choice. This allows investors to see the components that are driving returns, such as share selection, asset allocation, or exposure to certain countries, sectors, or industries.

With Sharesight, it’s possible to benchmark investment portfolios against over 240,000 global shares, ETFs and managed funds, including major indices. This can be done simply by clicking ‘Add a benchmark’ on the Portfolio Overview page and choosing a benchmark that aligns with your investment goals, or tracks a basket of shares that will give you a like-for-like comparison with your own portfolio. This is one strategy investors can use to compare portfolio performance with the broader market and put their returns into context, which is especially useful in times of market volatility.

Sharesight’s investment Performance Report is designed for self-directed investors who are looking for a detailed breakdown of their portfolio’s performance over the time period of their choice. The report displays the price, quantity and value of each of the investments within the portfolio, while also breaking down performance by factors including capital gains, dividends and currency. This makes it particularly useful if you’re managing your own investment portfolio and want to track investment performance for mixed-asset or global portfolios.

Trusted by over 300,000+ global investors, Sharesight gives investors the full picture of their performance by including the impact of capital gains, brokerage fees, dividends and foreign currency fluctuations when calculating returns. Sharesight also makes it easy for investors to track the performance of all of their investments in one place, with support for over 240,000 global shares, ETFs and managed funds, plus more than 200 brokers worldwide. Access to an advanced suite of reporting tools, as well as the ability to track cash accounts, property and cryptocurrency along with the rest of your investments is just another reason that investors should consider using Sharesight to track their performance.